See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 28 · EIN 41-1812533 | Investment Management | $95,509 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $20,427 |
HENJES CONNER & WILLIAMS PC2 years Service code 10 · EIN 48-1292483 | Accounting | $9,700 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $353,005 | $88,890+297.1% | $102,423+244.7% | $77,643+354.7% |
| Participation rate | 92.1% | 80.9%+11.2pp | 76.5%+15.6pp | 70.6%+21.6pp |
| Annual return | 11.32% | 24.98%-13.7pp | 29.32%-18.0pp | 31.24%-19.9pp |
| Employer contribution / active EE | $14,917 | $2,698+453.0% | $3,023+393.4% | $2,726+447.2% |
| Participant deferral / active EE | $5,744 | $5,145+11.6% | $5,053+13.7% | $4,647+23.6% |
| Admin fee / account holder | $439 | $235+86.6% | $9,451-95.4% | $430+2.1% |